CNPIX Mutual Fund

CNPIX Mutual Fund

NAV$80.30
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Returns Overview

1 Month
+2.92%
3 Months
+0.87%
6 Months
+1.74%
YTD
+12.80%
1 Year
+8.33%
3 Years (annualized)
+4.37%
5 Years (annualized)
-0.31%
10 Years (annualized)
+6.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNPIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.80%
Peer Avg (YTD)
+2.39%
vs Peers
+10.41%

CNPIX Mutual Fund Performance

CNPIX performance across multiple time periods: 1-month 2.92%, YTD 12.80%, 1-year 8.33%, 3-year 4.37%, 5-year -0.31%, 10-year 6.47%.

CNPIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

CNPIX vs another fund shows side-by-side returns. CNPIX alternatives are available in the Mutual Fund Screener.